Company lists · Data refreshed September 2026
Top 25 Insurance planning advisors based in Mumbai, India
RevenueBase identified 192 insurance planning advisors headquartered in Mumbai, India as of September 2026 and tracks 1,783 professional contacts across them, including 338 with verified work emails. Mumbai is the largest hub.
This list covers insurance planning advisors headquartered in Mumbai, India, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 17, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest insurance planning advisors based in Mumbai, India
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 500 contacts → | ||||
Partial evidence “Alliance Insurance Brokers was founded by Mr.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 2 | 83 contacts → | ||||
Indirect evidence “We exist to help our clients and their employees grow in their Business, Wealth and Health by protecting and managing their Business and Personal Risks.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 3 | 32 contacts → | ||||
Strong evidence “IRM Insurance Brokers Private Limited is a corporate insurance and risk advisory firm headquartered in Mumbai with offices across Pune, Nagpur, Raipur, Baroda, Delhi, Hyderabad…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 4 | 28 contacts → | ||||
Partial evidence “In 2001, we launched L&G Insurance Brokers in recognition that the few remaining brokerage firms in the large risk market were taking their clients for granted.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 5 | 23 contacts → | ||||
Partial evidence “An independent financial advisory that was incorporated in 1994.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 6 | 20 contacts → | ||||
Indirect evidence “Money Mantra offers a unique approach to helping individuals to reach financial success.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 7 | 20 contacts → | ||||
Partial evidence “Shriram Wealth Architecture serves the financial and investment planning needs of individuals, families, professionals and businesses in Mumbai and surrounding Central Valley…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 8 | 17 contacts → | ||||
Partial evidence “Fincare Services based in Mumbai, India, is providing investment and insurance services to clients based on their needs.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 9 | 17 contacts → | ||||
Strong evidence “Financial Services Firm providing Transaction and Advisory Services to HNI's, Corporates, Business Owners and Private Clients including Insurance, Mutual funds, Direct Equity and…” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 10 | 13 contacts → | ||||
Indirect evidence “VND Wealth Pvt Ltd started stock broking in January 2004.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 11 | 11 contacts → | ||||
Partial evidence “We are a team of skilled professionals engaged in the business of advisory on personal finance.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Indirect evidence “Welcome to Arthashastra Investments Pvt Ltd – Your Family CFO.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 contacts → | ||||
Indirect evidence “Welcome to Wealthness - Your Personal Mentor for Financial Well-being!” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Indirect evidence “Mr.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Indirect evidence “TecWealth, a Brand started in 2008 provides Personal financial services to clients.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 16 | 5 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Partial evidence “CRC Insurance Broking Private Limited is an insurance service provider and risk manager.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 18 | 4 contacts → | ||||
Indirect evidence “At Crystal Peak Wealth, we believe everyone deserves the financial freedom to live their dreams and secure their future.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Partial evidence “Planning is an essential element that creates a worry free life where you don’t get blindsided by sudden events on the crossroads of life.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “Mrs.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Indirect evidence “Investor Shoppe Pvt.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Partial evidence “Founded in 1987, Shah Financial Services was formed considering the key financial planning principles.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Indirect evidence “We have dedicated professionals working from Financial Industry.” Source: RevenueBase Database · checked Sep 17, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: insurance planning advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names insurance planning advisors.
- Partial evidence
- Its own public description names part of insurance planning advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name insurance planning advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 192 insurance planning advisors based in Mumbai, India
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Insurance planning advisors based in Mumbai, India at a glance
As of Sep 17, 2026Companies by employee count
Email recency for this list is measured across the whole India list rather than for Mumbai, so it is reported there. Company counts and contact totals on this page are exact for Mumbai, over 192 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among insurance planning advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Mumbai, India whose own description of what they do matches “insurance planning advisors”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names insurance planning advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among insurance planning advisors, and records with no verified work email. Companies headquartered outside Mumbai are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 338 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 17, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Insurance planning advisors by metro in India
- Insurance planning advisors in Mumbai192
- Insurance planning advisors in Pune92
- Insurance planning advisors in New Delhi89
- Insurance planning advisors in Ahmedabad63
- Insurance planning advisors in Kolkata47
- Insurance planning advisors in Hyderabad44
- Insurance planning advisors in Chennai43
- Insurance planning advisors in Bangalore41
- Insurance planning advisors in Delhi37
- Insurance planning advisors in Jaipur35
- Insurance planning advisors in Noida31
- Insurance planning advisors in Surat31
- Insurance planning advisors in Bengaluru30
- Insurance planning advisors in Thane28
- Insurance planning advisors in Gurgaon27
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names insurance planning advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many insurance planning advisors are there based in Mumbai, India?
RevenueBase identified 192 insurance planning advisors headquartered in Mumbai, India as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Alliance Insurance Brokers PVT LTD, headquartered in Mumbai, tops this list with the largest team on record.
Which city has the most insurance planning advisors?
Mumbai leads with 192 headquartered companies, followed by Pune (92) and New Delhi (89).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 338 verified decision-maker contacts tracked across these 192 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 17, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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